See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,901 | $159,901+3.1% | $146,958+12.2% | $145,922+13.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.35% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,862 | $5,286-64.8% | $4,933-62.2% | $4,660-60.0% |
| Participant deferral / active EE | $6,542 | $8,428-22.4% | $8,070-18.9% | $6,688-2.2% |
| Admin fee / account holder | $78 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |